二零二三年八月十五周二我们今天呢继续更新美股趋势投资新解的第五十集。五十集呢？我们延续欧内尔模型，书啊，读书，学习，修炼公众号的。呃，这个系列啊，今天是第五十集的话，今天的这支美股是吉尔捷工业啊，我们直接用它这个美股的这个简称啊。GLG。我们先看欧内尔的这个原文啊。那么在开始今天正式内容之前，我讲讲两句，因为最近的啊，这一周多A股下跌幅度有点儿大，可能有些人把原因归结为这个对，对，医疗的啊，这种调控。但实际上呢，在七月底，我更新了一期音频，就是这个二零二三A股投资展望第三季当中我谈了这个开篇。谈了宏观的几个重要因素，大家其实去把那个音频重新再听一遍，你会看到，嗯，那几个因素其实在综合的发挥作用。啊，你，其实你，你这个时候你就不搞医疗，对吧？这个医药股的下跌早就开始了啊，早就开始了，这只不过是一个这个人心恐慌的因素而已。其实有其他的原因，我觉得有宏观
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